James Greig
Partner
Contact details
01865 253282
Email James
James is a true expert in his field.
James is head of the Wills, probate, tax and trusts team based in the Thames Valley. He specialises in trusts and high end probate and inheritance tax planning.
Main areas of expertise
James main areas of expertise are: Wills, probate and powers of attorney, Section 11 IHTA Maintenance Trusts, the creation, administration, restructuring and termination of Trusts, Will structuring and planning for business owners and Inheritance Tax planning.
Clients
His main clients are individual, third sector parties and charities.
Expertise
- Court of Protection
- Probate and the Administration of Estates
- Tax Planning
- Estate Inheritance & Will Disputes
- Wills
Career
James trained at Hunters in London and spent four years at Horsey Lightly in Newbury prior to joining Blake Morgan in 2007.
Contact details
01865 253282
Email James
Accreditations
Memberships
- Society of Trust and Estate Practitioners
Significant Experience
- Two death bed tax-planning arrangement each saving six figure sums in inheritance tax
- Successful claims for Heritage Property Relief
- Advising the firm’s charity clients in relation to wills and legacy issues
Additional Expertise
Lectures: James is an experienced lecturer and trainer, running courses internally and delivering training to CIOT, accountancy firms and the Solicitors Regulation Authority. He has delivered training for supporters of major charity client serving those with disabilities.
Media: James has appeared on national Breakfast Television and been interviewed for BBC Radio Oxford and Jack FM.
Insights by James
articles
"Where unethical investments would be more beneficial to beneficiaries than other investments, the trustees must not refrain from making the investments by virtue of the views they hold." (Cowan v...
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articles
In estate planning, we often come across the big question of when and how someone who is getting on in years should move from the family home to somewhere smaller....
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